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Started By
Message
re: AAPL getting crunched this morning, down almost 6%
Posted on 9/12/13 at 12:19 am to Cmlsu5618
Posted on 9/12/13 at 12:19 am to Cmlsu5618
My opinion of appl (I'm a big fan):
Apple is looking into expansion on two fronts.
First is the china deal. Introduction to the largest provider in the world and the $99 5c with a contract will grow their international sales without creating a bad rep for a poor quality phone. People in China seem to love US "style" and entertainment. This could backfire, but i see it creating a huge surge of sales.
Second, the mobile/online transaction and business community should salivate at the new biometric fingerprint security. Apple has always been rumored to be behind in the business/financial share of the mobile market due to security, but now they have what can be viewed as the most secure form of transactions if the fingerprint thing is mostly functional the way it's being received.
So apple gets grief for a "lack of innovation" but they continue their success. People complain of the closed system and the diminishing market share, but they continue to create quality phones/products and find ways to impress. People predicting their imminent demise remind me of those predicting a Wall Street crash, one day it'll probably happen, but with as much cash and following as they have, it probably won't be a result of anything outside of some unimaginable tech replacing their appearance as the "it" company or some huge mistake.
I predict appl to reach 530 or 540 by November.
Apple is looking into expansion on two fronts.
First is the china deal. Introduction to the largest provider in the world and the $99 5c with a contract will grow their international sales without creating a bad rep for a poor quality phone. People in China seem to love US "style" and entertainment. This could backfire, but i see it creating a huge surge of sales.
Second, the mobile/online transaction and business community should salivate at the new biometric fingerprint security. Apple has always been rumored to be behind in the business/financial share of the mobile market due to security, but now they have what can be viewed as the most secure form of transactions if the fingerprint thing is mostly functional the way it's being received.
So apple gets grief for a "lack of innovation" but they continue their success. People complain of the closed system and the diminishing market share, but they continue to create quality phones/products and find ways to impress. People predicting their imminent demise remind me of those predicting a Wall Street crash, one day it'll probably happen, but with as much cash and following as they have, it probably won't be a result of anything outside of some unimaginable tech replacing their appearance as the "it" company or some huge mistake.
I predict appl to reach 530 or 540 by November.
4
Posted on 9/12/13 at 7:51 am to Cracking
LINK
I'm in full agreement with your post. This article explains some questions you guys might have about the new phones, performance, & pricing.
I think it's notable that the 5c phone has the same performance chip as the iPhone 5, but two hours longer of battery life. Apple doesn't skimp on customers.
I'm in full agreement with your post. This article explains some questions you guys might have about the new phones, performance, & pricing.
I think it's notable that the 5c phone has the same performance chip as the iPhone 5, but two hours longer of battery life. Apple doesn't skimp on customers.
Posted on 9/12/13 at 8:38 am to Cracking
quote:
First is the china deal. Introduction to the largest provider in the world and the $99 5c with a contract will grow their international sales without creating a bad rep for a poor quality phone. People in China seem to love US "style" and entertainment. This could backfire, but i see it creating a huge surge of sales.
AAPL has competition probably even greater than Android in China from Xiaomi. It will be a sales driver but not the levels they are used to seeing.
quote:
Second, the mobile/online transaction and business community should salivate at the new biometric fingerprint security. Apple has always been rumored to be behind in the business/financial share of the mobile market due to security, but now they have what can be viewed as the most secure form of transactions if the fingerprint thing is mostly functional the way it's being received.
While AAPL does have a head start on the fingerprint technology they don't have a water tight control over the patents. I also don't expect fingerprints to be the 'end all be all' for mobile to mobile security, simply because people use each other's cards all the time and sometimes its difficult to constantly add and take off certain user fingerprints from the database for bank accounts/cards.
quote:
People complain of the closed system and the diminishing market share, but they continue to create quality phones/products and find ways to impress.
That's the key here. Nobody is predicting their imminent demise, but their diminishing market share and potential pressure on margins does not oblige a $500 stock. Their debt has also has been horrible since issuance, massively underperforming similar credit and Treasuries, especially at the long end.
Posted on 9/12/13 at 10:25 am to Cracking
quote:I think this is the most interesting piece of the puzzle. The issue with using a fingerprint for validation outside of the phone software (banks, stores, etc.) is that it would make that fingerprint available to those services' servers and associated with the owner of the print. Not only is this dangerous due to hackers, but fraud could become prevalent. A person doesn't need to be conscious to put their finger to the scanner.
Second, the mobile/online transaction and business community should salivate at the new biometric fingerprint security.
This post was edited on 9/12/13 at 1:23 pm
Posted on 9/12/13 at 10:43 am to Cracking
quote:
Second, the mobile/online transaction and business community should salivate at the new biometric fingerprint security.
This shouldn't affect the stock. It will be the iPhone 7 before there are enough TouchIDs out there for merchants to start paying attention. That being said, I think the 5S will end up surprising people.
1) The lack of preordering will manufacture the "people waiting in line for iPhone 5S" stories. News channels like those stories as much as police chases.
2) The Gold version is very distinct. We know the Apple Brand attracts the status seekers and this will be a status phone.
3) The Camera is the real story of the 5S IMO. It may not be the best camera phone, but it's an incremental improvement on something that a very large amount of people use their phone for. Instagram is up to 150 million users.
3b) Releasing the iApps for free will be pretty big as now people get iPhoto and iMovie free. I'm not saying that's unique to iOS, but giving people these kind of tools standard is really necessary the way phone use is headed.
I follow companies, not stocks, but if the stock is down because they think the 5S will be bad then I think the market is underestimating it.
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